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Beneficient

21 hedge funds and large institutions have $796K invested in Beneficient in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HIP
1
Hatteras Investment Partners
North Carolina
$419K 562,749
Stifel Financial
2
Stifel Financial
Missouri
$54K 72,500 +48,200 +198%
UBS Group
3
UBS Group
Switzerland
$53.7K 72,089 +62,590 +659%
AFP
4
Ausdal Financial Partners
Iowa
$47.2K 63,379 +43,217 +214%
State Street
5
State Street
Massachusetts
$44.3K 59,554
HAG
6
HighPoint Advisor Group
Illinois
$42.1K 61,000
Jane Street
7
Jane Street
New York
$38.9K 52,307 +52,307 New
VF
8
Virtu Financial
New York
$28K 37,904 +37,904 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$18.1K 24,365 +6,815 +39%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$18K 24,149 +10,000 +71%
Vanguard Group
11
Vanguard Group
Pennsylvania
$9.22K 12,378
HF
12
HRT Financial
New York
$9K 13,205 +13,205 New
BlackRock
13
BlackRock
New York
$6.8K 9,135 -1,733 -16%
TRCT
14
Tower Research Capital (TRC)
New York
$3.97K 5,334 -14 -0.3%
LIS
15
Legacy Investment Solutions
Idaho
$1.49K 2,480
LWMI
16
Legacy Wealth Management (Idaho)
Idaho
$1.49K 2,480
FMP
17
Financial Management Professionals
Texas
$302 406
NFSG
18
Newbridge Financial Services Group
Florida
$140 188
SS
19
SBI Securities
Japan
$28 37 +37 New
Bank of America
20
Bank of America
North Carolina
$24 32 +7 +28%
T
21
Transce3nd
Texas
$1 1 +1 New
CFGS
22
Concourse Financial Group Securities
Alabama